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Platte River Wealth Advisors’s Alibaba BABA Stock Holding History

Platte River Wealth Advisors’s Portfolio BABA Stock Details BABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-16,971
Closed -$3.85M – 88
2021
Q2 		$3.85M Buy
16,971
+1,366
+9% +$303K 1.46% 20
2021
Q1 		$3.56M Buy
15,605
+1,415
+10% +$348K 1.46% 21
2020
Q4 		$3.69M Buy
14,190
+2,389
+20% +$663K 1.59% 20
2020
Q3 		$3.47M Buy
11,801
+3,287
+39% +$866K 1.79% 20
2020
Q2 		$2.04M Buy
+8,514
New +$1.77M 1.13% 26
2019
Q4 		$389K Buy
+1,882
New +$353K 0.2% 100

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Platte River Wealth Advisors's BABA Position: Q3 2021 in Review

Platte River Wealth Advisors sold out of Alibaba (BABA) in Q3 2021, closing a stake of 16,971 shares — an estimated $3.85M sold.

Platte River Wealth Advisors first reported a position in BABA in Q4 2019 and held it in 6 quarters. The position peaked at $3.85M in Q2 2021. 1,539 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • Platte River Wealth Advisors reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • Platte River Wealth Advisors sold 16,971 Alibaba shares in Q3 2021, an estimated $3.85M.
  • Platte River Wealth Advisors first reported a position in Alibaba in Q4 2019 and held it in 6 quarters.
  • Platte River Wealth Advisors's Alibaba position peaked at $3.85M in Q2 2021.
  • 1,539 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Platte River Wealth Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.